Anthony Pellegrino And Goldstone Financial Group Helps The US Plan For Retirement

Oakbrook Terrace, IL based Goldstone Financial Group is reaching out to communities across the United States (US) to stress the importance of planning for their retirement. Alongside other like-minded individuals at the firm, Goldstone Financial Group Founder Anthony Pellegrino seeks to show ageing members of the country’s workforce that they can effectively plan for future hurdles in the economy so they never have to worry about running out of funds during retirement. Learn more here: shpfinancial.com/goldstone.

Michael Pellegrino of Goldstone Financial states, “At the firm, we have many people come in with multiple statements, such as their investment accounts, but they unfortunately do not have a retirement income plan.” Such a plan, according to the financial expert, would consider which accounts the client would draw from first, which accounts would be less prone to tax deductions, and so on. Pellegrino adds, “We also want to make sure that no one exceeds their means to the point where they run out of money to support their expected lifestyle. Or worse, that they outlive their funds altogether.” The answer, he says, is to take as many pertinent factors into account as possible and develop a personalized plan that informs the client of the expenditures they will be able to make as retirees while simultaneously preserving their financial health.

Notably, such a plan does not always require an expert to formulate. Anthony Pellegrino (Goldstone Financial Group) notes that, “The difference between our clients and the average American is that our clients have generally accumulated many, many complex financial situations. Our job is simply to help them cut through that clutter when we help them come up with a retirement plan that suits them. That’s not going to be the case for everyone, however, and someone who is forward-thinking enough can come up with a solid retirement plan on their own.” He adds that many resources regarding financial planning in the US are already freely available online. Such resources can prove invaluable in helping their readers or viewers identify a variety of strategies to consider when planning their retirement. However, interested parties may also learn about Anthony & Michael Pellegrino and thier team at Goldstone Financial Group plus the services they provide here: kiplinger.com/article/investing/T064-C000-S017-goldstone-financial-group.html.

The Goldstone Financial founder also recommends that people begin planning for their retirement as soon as they are financially secure enough to do so. “What we want is to give people the ability to live free of stress and stop them having to watch the market turn with bated breath, especially if they have an active portfolio. With the right plan, nothing will faze them because they have already considered the very worst that can happen—and so they can be sure the worst case scenario is no worse than a minor setback.” The goal, he says, is to ensure that the retiree always has a consistent monthly income and, crucially, that this income continues to come in no matter how long they live.

Goldstone Financial itself has five foundations upon which they build customized plans for their own clients. In addition to Income Planning, their financial pillars include Investment Planning, Tax Planning, Healthcare Planning, and Legacy Planning. While the firm relies on the extensive expertise of their staff to help their clients achieve and maintain financial stability in retirement, Pellegrino asserts that anyone can come up with a retirement plan that serves them well if they give the subject enough consideration and research.

Those interested need only look up the firm’s reviews from happy clients to observe the positive impact that their work and advice has had on American lives. In her 5-Star review, Joann says, "Anthony is very talented! We have been clients of Anthony’s for over seven years and are thankful we found him! Our kids are now invested with Goldstone too. They have excellent personalized financial analysis, and the staff is very professional and friendly. If we have any questions, Anthony and his talented staff are readily accessible."

Interested parties may contact Michael Pellegrino or Anthony Pellegrino of Goldstone Financial Group to learn more about retirement planning. They may also contact the firm to schedule an appointment in which they can explore their financial options as they move closer to retirement. More information on the firm’s founder may be found here: https://www.linkedin.com/in/michael-pellegrino-723b9440.